[Market Focus] Mercury Rises on Hopes for 6G and Telecom Infrastructure Investment Policies

Mercury is showing strong performance. This is interpreted as being influenced by renewed expectations for investments in telecommunications infrastructure such as 6G, which has brought attention to telecommunications equipment stocks.

As of 9:55 a.m. on January 30, Mercury was trading at 3,570 won, up 3.33% from the previous day.

Previously, the government announced plans to enhance the super-intelligent and high-performance capabilities of network infrastructure in the AI era, including the commercialization of 6G by 2030, nationwide expansion of AI-based intelligent base stations (AI-RAN), expansion of optical cables and backbone networks, and strengthening of international networks. This is expected to signal a gradual increase in demand for network equipment and related technologies.

Mercury supplies in-home communication terminal equipment, wireless access points, and optical communication devices to major domestic telecommunications companies, and is therefore classified as a direct beneficiary of the advancement of communication networks and the spread of ultra-high-speed internet. The market is paying attention to the potential for a gradual increase in demand for equipment replacement and expansion during the process of enhancing 5G quality and building next-generation networks.

In addition, a recently reported asset revaluation issue appears to have also influenced investor sentiment. It has been reported that Mercury's asset value has increased significantly compared to its book value as a result of the revaluation of its land assets, raising expectations for improvements in its financial structure.